VIM

Vista Investment Management Portfolio holdings

AUM $286M
1-Year Est. Return 10.55%
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.37M
3
+$1.12M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$520K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$490K

Top Sells

1
+$907K
2
+$599K
3
+$265K
4
TMO icon
Thermo Fisher Scientific
TMO
+$168K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$126K

Sector Composition

1 Technology 9.94%
2 Healthcare 7.99%
3 Financials 5.56%
4 Consumer Discretionary 5.21%
5 Consumer Staples 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$807K 0.62%
8,253
-92
52
$799K 0.61%
2,441
-110
53
$792K 0.6%
15,418
+366
54
$783K 0.6%
4,595
-40
55
$781K 0.6%
19,085
+1,459
56
$770K 0.59%
5,005
+403
57
$761K 0.58%
2,588
+28
58
$717K 0.55%
5,327
+127
59
$716K 0.55%
2,131
+175
60
$716K 0.55%
30,434
+735
61
$698K 0.53%
11,957
+308
62
$692K 0.53%
9,629
-422
63
$692K 0.53%
48,414
-149
64
$690K 0.53%
14,786
-371
65
$680K 0.52%
32,290
+6,140
66
$678K 0.52%
10,626
+1,220
67
$666K 0.51%
4,529
-89
68
$645K 0.49%
2,747
+35
69
$640K 0.49%
1,912
-109
70
$627K 0.48%
4,210
+54
71
$601K 0.46%
7,936
+75
72
$587K 0.45%
18,661
+1,608
73
$578K 0.44%
10,948
+58
74
$576K 0.44%
9,054
-301
75
$561K 0.43%
16,730
+804
1 2
3
4 5